Landsberg Bennett & Dubbaneh’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,497
| Closed | -$205K | – | 161 |
|
|
2019
Q4 | $205K | Buy |
2,497
+6
| +0.2% | +$493 | 0.05% | 237 |
|
|
2019
Q3 | $202K | Buy |
+2,491
| New | +$202K | 0.05% | 206 |
|
|
2019
Q2 | – | Sell |
-6,768
| Closed | -$521K | – | 221 |
|
|
2019
Q1 | $521K | Buy |
6,768
+697
| +11% | +$53.7K | 0.12% | 148 |
|
|
2018
Q4 | $434K | Buy |
+6,071
| New | +$434K | 0.17% | 143 |
|